Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANOIX (SMALL CAP GROWTH FUND INVESTOR CLASS) | 11.83% | 22.41% | 15.16% | 0.73% | 10.05% | 9.52% | 8.14% | … | … |
Data as of 06/04/2026, Common starting date is 12/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANOIX (SMALL CAP GROWTH FUND INVESTOR CLASS) | 12/14/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 22.41 | 15.16 | 0.73 | 10.05 | 9.52 | 8.14 | … | … | 11.83 | 4.01 | 14.90 | 17.13 | -26.41 | -11.84 | 35.22 | 36.74 | -4.88 | 26.07 | 10.76 | -3.97 | 5.45 | 40.78 | 14.60 | -5.18 | 30.09 | 24.85 | -42.00 | 23.82 | 13.64 | 5.06 | 11.14 | 47.88 | -15.87 | 5.00 |
| Sharpe Ratio | NA | 1.15 | 0.61 | -0.08 | 0.36 | NA | NA | … | … | 1.27 | 0.05 | 0.45 | 0.74 | -0.89 | -0.43 | 0.86 | 2.08 | -0.30 | 2.07 | 0.53 | -0.22 | 0.30 | 2.56 | 0.76 | -0.14 | 1.15 | 0.72 | -1.07 | 1.02 | 0.59 | 0.17 | 0.54 | 2.96 | -0.86 | 24.26 |
| Standard Deviation(%) | NA | 19.83 | 20.57 | 24.04 | 24.17 | NA | NA | … | … | 22.37 | 24.91 | 18.61 | 17.61 | 31.42 | 27.40 | 40.54 | 16.98 | 20.87 | 12.32 | 19.73 | 18.19 | 18.27 | 15.88 | 19.21 | 36.22 | 26.01 | 34.17 | 40.10 | 20.52 | 17.74 | 16.61 | 18.75 | 15.95 | 19.85 | 9.93 |
| Draw Down(%) | NA | 12.49 | 25.57 | 48.60 | 48.60 | NA | NA | … | … | 12.49 | 25.45 | 10.68 | 17.32 | 32.46 | 29.00 | 39.07 | 10.64 | 28.06 | 6.08 | 19.95 | 17.50 | 15.93 | 5.98 | 15.04 | 32.70 | 20.11 | 27.41 | 53.01 | 12.68 | 17.18 | 13.05 | 19.74 | 11.60 | 27.51 | 0.82 |
| Yield(%) | 0.00 | 7.74 | 3.26 | 1.33 | 4.43 | 4.44 | 4.17 | … | … | 0.00 | 7.69 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 7.16 | 13.47 | 4.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 9.63 | 3.36 | 2.75 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOIX (SMALL CAP GROWTH FUND INVESTOR CLASS) |
-14.43%
Feb 2006 – Feb 2009 |
-5.44%
Feb 2004 – Feb 2009 |
5.20%
Feb 2006 – Feb 2016 |
5.37%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANOIX (SMALL CAP GROWTH FUND INVESTOR CLASS) |
27.75%
Feb 2009 – Feb 2012 |
25.46%
Feb 2009 – Feb 2014 |
17.28%
Sep 2011 – Sep 2021 |
12.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart